Raison Wealth Club in Madrid and Marbella

In late March, Raison Wealth Club hosted a series of private events in Madrid and Marbella. Within the intimate setting of private dinners, professional investors, allocators, and tech founders discussed capital management strategies amidst the global market transformation. We are pleased to share the highlights and key ideas discussed during these evenings.

Madrid, March 24

AI and Deep Tech: Where is the real value?

The meeting was held as a private dinner. Andrey Berezin, co-founder of Raison, presented the team's perspective on the current phase of the technological cycle, drawing on the fund's experience investing in companies shaping the industry today, including Anthropic, Cohere, Lambda, Groq, SpaceX, and others.

The central theme of the evening addressed a question currently at the forefront of most tech investors' minds: where is real investment value concentrated in AI and deep tech, and where are expectations inflated and unsupported by fundamentals?

Tech companies are staying private longer, which means the primary value appreciation occurs before the IPO.

The discussion covered the structure of opportunities in Private and Pre-IPO markets, as well as approaches to building long-term strategies for private and family offices in a rapidly shifting technological landscape. The evening concluded with a conversation on strategy: how to build long-term positions for private capital when the bulk of a company's value growth happens before it goes public.

Marbella, March 27

A new phase for global markets

The featured speaker in Marbella was Sergey Grigoryan, former CIO of Uralsib Asset Management, Nomos-Bank Asset Management, and Pioneer Investments, and author of the "Capital" Telegram channel. The conversation proved to be both substantial and practical.

The focus was on the markets' transition into a new economic cycle and how this shifts the logic of asset allocation. Participants analyzed landmark IPOs and private deals of the season, discussed structural trends in both public and private markets, and identified which of them merit attention right now.

Check out what the club's events were like:

More than just meetings

The launch of Raison Wealth Club in 2024 was a response to investor demand for high-quality expertise and a venue for honest dialogue. The events in Spain confirmed that in an era of volatility, direct access to decision-makers and deep analytics become the most vital assets.

Wealth Club is a space where dry analytical figures give way to personal experience and strategic vision. We are building a community where every member gains priority access to institutional-level expertise.

Raison Team

We continue to expand the club's geography and are preparing new meetings in key global financial hubs. Follow our announcements for the opportunity to join our community of professional investors.

Interested in joining Raison Wealth Club? Please contact our manager on WhatsApp.